We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p>We are seeking a proactive, highly organized Executive Assistant to support our executive team. In this fast-paced environment, you will handle calendar management, travel coordination, meeting preparation, email and correspondence, and confidential administrative tasks. </p>
<p>We are seeking a proactive, highly organized Executive Assistant to support our executive team. In this fast-paced environment, you will handle calendar management, travel coordination, meeting preparation, email and correspondence, and confidential administrative tasks. </p>
<p>A respected law firm in Oakland is seeking a Legal Secretary to support their Personal Injury practice on an ongoing contract basis, with the potential to transition into a permanent role down the line (contract‑to‑hire). The team consists of two managing attorneys and a collaborative support staff, offering a steady workflow and a hands‑on role for someone experienced in litigation support.</p><p><br></p><p>In this position, you’ll provide comprehensive secretarial support on PI matters, including case management, e‑filing, calendaring, and preparing litigation documents. The ideal candidate brings a strong civil litigation foundation and is able to commute to their office in Oakland on a fully on-site basis. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide direct legal secretarial support to two managing attorneys within the Personal Injury practice</li><li>Handle state and federal e‑filings, ensuring accuracy and compliance with local rules</li><li>Manage litigation calendaring, including court deadlines, statutes, depositions, mediations, medical exams (IMEs), and hearings</li><li>Prepare, edit, and format legal documents including TOCs/TOAs, discovery responses, subpoenas, motions, and settlement demand packet exhibits</li><li>Assist with PI-specific tasks such as organizing medical records, tracking bills, updating case chronologies, and maintaining damages spreadsheets (if needed by the attorneys)</li><li>Coordinate with clients, medical providers, court personnel, and opposing counsel</li><li>Support case preparation for settlement negotiations, mediations, and trial preparation activities</li><li>Maintain organized case files (physical and electronic) and ensure timely follow-up on outstanding items</li><li>Provide general administrative and clerical support to help keep the PI team running smoothly</li></ul>
<p>We are looking for an experienced Legal Secretary to join our client's law firm in Emeryville, California. This is a Contract-to-Hire opportunity that requires someone with strong attention to detail and expertise in litigation support, particularly state and federal e-filings. If you thrive in a fast-paced environment and are ready to contribute immediately, this opportunity is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage high-volume state and federal court e-filings, ensuring accuracy and compliance with deadlines.</p><p>• Draft and format legal pleadings and documents using Microsoft Word and Adobe Acrobat.</p><p>• Maintain and organize case files, calendars, and schedules for litigation proceedings.</p><p>• Coordinate with attorneys and other legal staff to support case preparation and administrative needs.</p><p>• Conduct dictation and transcription tasks efficiently to assist in legal documentation.</p><p>• Oversee and update court filing systems to ensure timely submission of legal documents.</p><p>• Provide administrative support, including correspondence and communication with clients and court personnel.</p><p>• Monitor deadlines and ensure compliance with court requirements.</p><p>• Utilize e-filing systems and software proficiently to streamline litigation processes.</p><p>• Prepare, review, and process Table of Contents (TOC) and Table of Authorities (TOA) for briefs and other court filings with a high level of accuracy and attention to detail.</p>
<p>We are representing a statewide plaintiff trial firm seeking an attorney with 7+ years of plaintiff employment litigation experience. This firm exclusively handles a small number of high-value cases (six, seven, and eight-figures). This firm handles primarily single-plaintiff employment cases, although they also handle a few select personal injury cases. We have worked with this firm for 8 years. Every attorney we have placed here has had a wonderful experience!</p><p> </p><p>The ideal attorney will have experience litigating a case from inception through to trial. The ideal attorney will have taken and defended depositions and have 1st or 2nd chair trial experience. </p><p> </p><p>The firm has a bonus structure and an excellent benefits package, including 100% firm-paid healthcare, 401K, PTO, cell phone and internet reimbursement, and more!</p><p> </p><p>This firm has embraced remote work! <strong>This attorney can permanently work 100% remotely from anywhere in CA.</strong></p><p><br></p><p>For immediate consideration for this exciting Plaintiff Employment Trial Attorney opportunity, please send your resume directly to Assistant Vice President of Direct Hire, Tess Poliakin: Tess.Poliakin< at >RobertHalf.< com ></p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume with <strong>JC del Rosario</strong> <strong>via LinkedIn</strong>—I’d welcome the opportunity to connect and explore whether this role aligns with your experience and career goals.</p><p><br></p><p><strong>Controller - Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a leading venture capital firm investing in high‑growth companies across enterprise software, fintech, and emerging innovation sectors. The firm operates within a lean, entrepreneurial environment where collaboration, strategic thinking, and a long‑term perspective are central to the culture. Team members thrive in a fast‑paced setting and are deeply committed to building scalable, enduring value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner closely with the CFO across finance, accounting, and operational functions. This is a high‑impact, high‑visibility role with broad ownership spanning financial reporting, fund operations, compliance, and strategic initiatives.</p><p><br></p><p>In this position, you’ll play a critical role in strengthening the firm’s financial infrastructure, optimizing processes, and driving operational excellence as the platform continues to scale. This is an exceptional opportunity for a venture‑savvy finance leader who is excited to help build and shape a best‑in‑class finance organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead financial operations for both the management company and funds, including budgeting, cash‑flow forecasting, and internal reporting</li><li>Maintain and enhance systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Collaborate with the CFO, CCO, and compliance partners on regulatory filings, annual reviews, and internal control initiatives</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Partner with investment and investor relations teams to ensure timely, accurate communication with limited partners</li><li>Maintain and enhance LP reporting packages, including capital account statements, performance metrics, and fund summaries</li></ul>
We are looking for an Administrative Coordinator to join our team in Stockton, California. This position offers the opportunity to contribute to key administrative tasks while collaborating with various team members. As a Long-term Contract role, it is ideal for candidates seeking stability and a chance to develop their organizational skills.<br><br>Responsibilities:<br>• Organize and manage daily administrative tasks to ensure smooth operations.<br>• Coordinate schedules and maintain calendars for executives and team members.<br>• Assist in budget tracking and financial reporting using relevant tools.<br>• Support communication efforts by preparing documents and correspondence.<br>• Utilize CRM systems to manage and maintain accurate records.<br>• Schedule and facilitate virtual meetings using platforms like Cisco Webex.<br>• Ensure timely completion of projects by monitoring progress and managing deadlines.<br>• Handle travel arrangements and expense reports through systems such as Concur.<br>• Collaborate with the team to implement efficient processes and workflows.
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you're interested in this Executive Assistant position, submit your resume today.</p>
<p>We are looking for a highly motivated and detail-oriented Senior Executive Assistant to join our team in San Francisco, California. In this Contract to permanent role, you will provide essential support to company leadership, ensuring smooth operations and helping drive organizational success. This is a dynamic opportunity to work closely with executives in a fast-paced, high-growth environment, while contributing to impactful initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize the CEO’s calendar, coordinating appointments, meetings, and events with precision to maximize productivity.</p><p>• Prepare agendas, briefing materials, and follow-up notes for meetings, ensuring all action items are addressed in a timely manner.</p><p>• Organize and oversee complex travel arrangements, including booking flights, accommodations, and transportation.</p><p>• Coordinate key administrative tasks such as event planning, office logistics, and document management to support seamless operations.</p><p>• Act as a liaison between executives and internal teams, fostering clear communication and collaboration.</p><p>• Represent the leadership team with professionalism and build strong relationships across the organization.</p><p>• Provide guidance and oversight to other administrative staff, ensuring alignment and operational efficiency.</p><p>• Proactively identify challenges and implement solutions to streamline processes and enhance productivity.</p><p>• Maintain confidentiality when handling sensitive information and decision-making processes.</p><p>• Support leadership in prioritizing tasks and focusing on high-impact initiatives that align with company goals.</p>
We are looking for an organized and detail-oriented Administrative Coordinator to join our team in Atherton, California. In this role, you will provide key administrative support, ensuring smooth operations and effective scheduling for various activities. This is a contract-to-permanent position, offering the opportunity to contribute to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Manage and maintain schedules, including calendar coordination and proctor scheduling.<br>• Respond to inbound calls promptly, providing excellent customer service and addressing inquiries effectively.<br>• Support home health operations by organizing documentation and assisting with administrative tasks.<br>• Coordinate meetings and appointments, ensuring timely communication and preparation.<br>• Handle administrative duties, such as data entry, filing, and maintaining records for accuracy and accessibility.<br>• Assist in managing daily workflows to improve operational efficiency.<br>• Collaborate with team members to ensure seamless communication and task completion.<br>• Monitor and prioritize tasks to meet deadlines and organizational goals.<br>• Provide support for special projects as needed, ensuring quality results.
We are looking for an organized and detail-oriented Administrative Coordinator for a short-term contract position in Stockton, California. This role involves supporting a contract-based project over the course of three days. If you enjoy working in a fast-paced environment and have strong organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and organize materials for a large-scale mailing project.<br>• Manage envelope stuffing tasks efficiently and accurately.<br>• Follow detailed instructions to ensure project requirements are met.<br>• Coordinate with team members to maintain workflow and timelines.<br>• Ensure all documentation and materials are properly handled and stored.<br>• Maintain a clean and organized workspace throughout the project.<br>• Communicate progress updates to supervisors as needed.<br>• Adhere to the provided schedule, including designated break times.<br>• Support any additional administrative tasks related to the project.
We are looking for a detail-oriented Administrative Coordinator to assist with a short-term project in Stockton, California. This contract position involves supporting organizational tasks for a specific assignment lasting three days. Ideal candidates will have excellent communication skills and the ability to manage time effectively.<br><br>Responsibilities:<br>• Prepare, organize, and distribute project materials, including stuffing envelopes for distribution.<br>• Coordinate schedules and ensure timely completion of the project within the designated timeframe.<br>• Maintain clear communication with team members to ensure smooth workflow.<br>• Provide administrative support, including managing documentation and tracking progress.<br>• Adhere to project deadlines and ensure all tasks are completed accurately.<br>• Assist with logistical arrangements to optimize efficiency during the project.<br>• Ensure compliance with organizational standards and procedures.<br>• Handle minor troubleshooting or adjustments to ensure the project remains on track.<br>• Report updates and completion status to relevant stakeholders as required.
<p>We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the management of family law cases, including divorce, child custody, and spousal support cases</p><p>• Draft and prepare legal documents, including pleadings, motions, and affidavits</p><p>• Schedule and manage client meetings and court appearances</p><p>• Effectively communicate with clients, opposing counsel, and court personnel</p><p>• Assist attorneys in trial preparation, including the organization of exhibits and witness lists</p><p>• Attend court hearings and provide assistance to attorneys during proceedings</p><p>• Perform various administrative tasks such as filing and data entry</p><p>• Utilize legal case management software for case tracking and management.</p><p>• Maintain and organize client files and case documents in an efficient manner</p>
We are looking for an experienced Legal Secretary to join our team in Oakland, California. This role requires someone who excels in supporting litigation processes, managing schedules, and handling legal documentation with precision. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a hybrid work environment.<br><br>Responsibilities:<br>• Handle electronic filing (e-filing) with courts, ensuring accuracy and timely submission.<br>• Manage manual calendaring tasks, including tracking deadlines and scheduling court appearances.<br>• Conduct conflict checks to ensure compliance and avoid scheduling conflicts.<br>• Prepare and format legal documents, including tables of authorities (TOAs) and tables of contents (TOCs).<br>• Collaborate with attorneys to facilitate smooth litigation processes and provide administrative support.<br>• Maintain accurate records of legal proceedings and filings.<br>• Coordinate trial preparation tasks when required, supporting attorneys with necessary documentation and logistics.<br>• Communicate effectively with court personnel and other legal professionals to resolve filing issues.<br>• Assist with dictation tasks and transcription as needed.
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Established law firm is seeking a skilled Legal Secretary to join their close-knit team in Emeryville, California. This role requires a detail-oriented individual with extensive experience in litigation and proficiency in electronic filing systems for state and federal courts. The successful candidate will play a vital role in supporting attorneys and ensuring smooth case management.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and file legal documents and pleadings using electronic filing systems for state and federal courts.</p><p>• Manage case calendars, track deadlines, and coordinate court appearances to ensure all schedules are maintained.</p><p>• Organize and maintain both physical and electronic case files, including discovery materials and correspondence.</p><p>• Draft, proofread, and edit legal correspondence such as memos, letters, and other official documents.</p><p>• Communicate effectively with attorneys, clients, and court personnel to handle procedural requirements and case updates.</p><p>• Assist in trial preparation by compiling exhibits, witness lists, and creating trial binders.</p><p>• Schedule meetings, depositions, conference calls, and oversee travel arrangements whenever necessary.</p><p>• Respond promptly to attorney and client requests, ensuring workflows are managed efficiently to meet deadlines.</p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>We are looking for a dependable and detail-driven Administrative Records Specialist to join us on a contract basis in San Francisco, California. This contract position will focus on organizing and digitizing personnel files while ensuring the highest level of confidentiality and accuracy. The role requires a strong commitment to professionalism and the ability to handle sensitive information with care.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and organize physical personnel files for efficient scanning.</p><p>• Scan documents and convert paper records into a secure electronic format.</p><p>• Ensure electronic files are accurately labeled, indexed, and stored.</p><p>• Maintain strict confidentiality and adhere to data protection policies.</p><p>• Support file organization and overall record management tasks as needed.</p><p>• Follow established protocols for handling sensitive employee information.</p><p>• Collaborate with team members to ensure all processes are completed on time.</p><p><br></p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#31000-0013377973*</p><p><br></p>
<p>We are looking for a skilled Finance Admin to join our team in San Mateo, California on a part-time basis. This long-term contract position offers an excellent opportunity to contribute to financial operations and administrative tasks within a dynamic organization. The ideal candidate will have a strong background in accounting and finance, coupled with the ability to handle multiple responsibilities efficiently. The hours may fluctuate from 8 hours per week to 25 hours per week. This requires onsite work in San Mateo and the duration of assignment may go through July 2026.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and track organizational expenses to ensure accurate reporting.</p><p>• Collaborate closely with the Bookkeeper to review and approve bills.</p><p>• Manage cash flow processes, including invoicing, receiving funds, and recording donations or grants.</p><p>• Handle incoming physical mail and maintain accurate document filing through scanning and organization.</p><p>• Conduct bank reconciliations using platforms such as major financial institutions and Charles Schwab.</p><p>• Process accounts payable and accounts receivable transactions in QuickBooks.</p><p>• Ensure proper coding of invoices for accurate financial documentation.</p><p>• Support financial reporting and provide administrative assistance as required.</p><p>• Utilize company-provided equipment with dedicated technical support to maintain efficient operations.</p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
